Channel Wealth’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Channel Wealth’s Portfolio EPI Stock Details EPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7,067	Closed	-$327K	–	176
2025 Q4	$327K	Sell	7,067 -29,639	-81%	-$1.36M	0.08%	127
2025 Q3	$1.62M	Sell	36,706 -31,264	-46%	-$1.42M	0.43%	54
2025 Q2	$3.23M	Buy	67,970 +2,771	+4%	+$126K	0.91%	40
2025 Q1	$2.85M	Buy	65,199 +9,593	+17%	+$411K	0.89%	38
2024 Q4	$2.52M	Buy	55,606 +13,414	+32%	+$636K	0.82%	39
2024 Q3	$2.13M	Buy	+42,192	New	+$2.08M	0.7%	46

Other funds holding EPI

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Channel Wealth's EPI Position: Q1 2026 in Review

Channel Wealth sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2026, closing a stake of 7,067 shares — an estimated $327K sold.

Channel Wealth first reported a position in EPI in Q3 2024 and held it in 6 quarters. The position peaked at $3.23M in Q2 2025. 275 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

Channel Wealth reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2026 after selling out during the quarter.
Channel Wealth sold 7,067 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $327K.
Channel Wealth first reported a position in WisdomTree India Earnings Fund ETF in Q3 2024 and held it in 6 quarters.
Channel Wealth's WisdomTree India Earnings Fund ETF position peaked at $3.23M in Q2 2025.
275 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Channel Wealth's 13F filing for Q1 2026, filed 12 May 2026.